Patrick Caffrey is an experienced tax and estate planner holding both the Chartered Professional Accountant (CPA) and Trust and Estate Practitioner (TEP) designations. He provides clients with financial planning recommendations to improve their lives by implementing practical, wealth-building strategies.
Read The Full Commentary
If you do not have access to our monthly email, you can request it here:
Your privacy is fully protected. By filling out this form to request this month’s commentary, you give explicit permission for LT Wealth Management Partners to email you to deliver our e-newsletter. It is important to note that your consent acknowledges agreeing to receive our newsletter knowing that your name and email may be stored on external servers outside of Canada.
